Employee Benefits Marketing Analyst

Join to apply for the

Employee Benefits Marketing Analyst

role at Bridge Specialty Group.

Built on meritocracy, our unique company culture rewards self-starters and those committed to doing what is best for our customers.

The primary responsibility of an Employee Benefits Marketing Analyst is to provide support to the overall customer team by driving the marketing process, requesting, gathering, and illustrating renewals, except on Tech accounts. Marketing Analysts must maintain effective information management between the Customer Account Manager, Producer/Consultant, and carrier through all applicable means of communication, which includes providing a documented summary of all meetings.

How You Will Contribute

Update the current Annual Cost Comparisons for each assigned client

Input renewal information, rates, and plans into clients’ Annual Cost Comparisons

Work with Customer Account Managers (CAM) to obtain census information, current billing statements, volumes, and current benefit summaries

Gather and review carrier renewals with the Customer Account Manager and Producer/Consultant

Draft RFP for review, confirm carrier list, and release RFP to selected carriers

Follow‑up, receive, and review carrier proposals, and with the CAM’s help, answer carrier questions

Provide all proposals and marketing correspondences with carriers to the CAM for plan selection

Help maintain various templates that are up-to-date with annual compliance items and revisions on an ongoing basis

Create benefit and rate analysis

Finalize Annual Cost Comparison with the CAM and Producer/Consultant

Prepare contribution analysis for appropriate risks based upon current and/or suggested schedule

Ensure all RFP materials are filed in Agency management systems

Update AM Best ratings within the RFP Tracking form and renewal report templates

Exercise considerable discretion and independent judgment

Maintain appropriate confidentiality of information processed

Keep current on marketplace changes and inform customers as necessary

Attend training sessions, courses, etc. to maintain up-to-date skills and licensing requirements

Duties are done independently or in a team environment

Other duties or special projects may be assigned

Skills & Experience To Be Successful

Bachelor’s Degree (BA/BS) with three (3) years of experience in the field of Employee Benefits Administration or high school graduate with a minimum of five (5) years of related experience; other combinations of work and/or education will be considered

Solid knowledge and understanding of group health and welfare benefit plan coverage, current legislation, rules, laws, and other regulations; including insurance plans, underwriting principals, selection, pricing, rating, and premium calculation

Familiarity with complex benefit issues to serve as the key contact for customers to resolve them

Fluent with Microsoft Windows, Office 365, Word, and Excel

Experience with Agency management systems or capacity to learn in‑house software programs at an accelerated pace

Exceptional telephone demeanor

Must have excellent customer service and interpersonal skills

Maintain a high level of confidentiality

Teammate Benefits & Total Well-Being

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance

Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement

Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services

Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

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